In February 2019, Dan was privileged enough to contribute a video course for Lawline.com about “An In-Depth Look at Trusts: Answers to Your Most Commonly Asked Questions”
The video is about how Trusts are now the primary way to manage the complexities of government benefits, creditor issues, taxes, and beneficiary protections. Trusts allow us to preserve family assets and do so without court oversight. But what kind of trusts are appropriate in which circumstances? How do we properly title trust accounts and beneficiaries designation forms? And how do we maximize tax deferral, creditor protection, and Medicaid-using trusts?
This program, presented by estate planning attorney Daniel Timins, will answer all these questions and more. Additional topics to be discussed include testamentary trusts, ILITs, Medicaid trusts, asset protection trusts, and other wealth-protection mechanisms.
To watch the entire video presentation, please click here.
Or below are three clips from the presentation.
Differences Between Wills and Trusts
How Does a Trust Progress
Different Types of Trusts